See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,550 | $138,044-80.8% | $125,339-78.8% | $134,475-80.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -26.82% | 750.33%-777.1pp | 572.05%-598.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $5,930 | $5,243+13.1% | $4,814+23.2% | $4,740+25.1% |
| Participant deferral / active EE | $10,004 | $7,799+28.3% | $7,446+34.3% | $6,400+56.3% |
| Admin fee / account holder | $193 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |